Newsletters

Newsletters

Quiet Counsel and Planning Matters are published quarterly and distributed to Leith Wheeler clients and newsletter subscribers.

Newsletter Sign Up

Subscribe to our mailing list and receive a quarterly newsletter with our unique perspective on relevant investment-related topics. 

Quiet Counsel is internally authored and aimed at providing our clients and followers with a unique perspective on a relevant investment-related topic. Planning Matters articles are authored by external subject matter experts on a range of personal financial planning topics.

Latest Issues

  • The Case for Being Bold

    Feb 2019

    Quiet Counsel

    The Case for Being Bold

  • Bubble, Bubble, Toil & Trouble

    Nov 2018

    Quiet Counsel

    Bubble, Bubble, Toil & Trouble

  • Understanding Tax Treatment of Investment Income

    Feb 2019

    Planning Matters

    Understanding Tax Treatment of Investment Income

  • Navigating the New Tax Rules for Your Small Business

    Nov 2018

    Planning Matters

    Navigating the New Tax Rules for Your Small Business